Linch Financial

Linch Financial Active portfolio management Linch Financial's investment strategy caters to high net worth clients. Minimum investment of $250,000 desired.

Linch Financial’s investment management experience assists clients in clarifying their goals and objectives and identifying appropriate investment strategies to reach those goals. Linch Financial has counseled clients in the most difficult and rewarding financial market conditions, applying unsurpassed investment knowledge that protects their wealth through sound and prudent diversification. Linch

Financial specializes in comprehensive financial planning, retirement planning, stock selection, merger-arbitrage, dynamic asset allocation strategies, and estate planning.

08/21/2026

How low can you go, Forbes! Client referrals in any business are the ideal way to go. The article below highlights a $6M 'Gift' that prompts advisors' concern over Forbes Rankings.

A bit dramatic, but definitely something to think about if you leave your Traditional IRA to non-spouse beneficiaries.
12/24/2025

A bit dramatic, but definitely something to think about if you leave your Traditional IRA to non-spouse beneficiaries.

In his view, they are good only for charitable gifts.

Wow, this is a truly valuable gift for our youth. I am so proud of Michael and Susan Dell! Michael Dell has always bee...
12/03/2025

Wow, this is a truly valuable gift for our youth. I am so proud of Michael and Susan Dell! Michael Dell has always been a favorite of mine, and DELL stock was one of the first big winners in my career. :-)

Michael and Susan Dell hope their funding will prompt families to save for their children’s future.

10/15/2024

Ted Cruz and Collin Allred debate on ABC tonight at 7 PM. Will either address our $35.7 trillion deficit?

US National Debt Clock : Real Time U.S. National Debt Clock

08/16/2024

I am humbly honored to be recognized as a 2024 Five Star Wealth Manager Awardee (11th consecutive year). At Linch Financial, we strive to be the best and adhere naturally to the Golden Rule Philosophy. This past year we set a record for referrals received and they are all wonderful people and our friends now. Our minimum new account size is now 500k but if any of my Facebook friends have financial questions please message me and I will be happy to help. See the profile and disclosures at https://app.essentialengine.com/spotlights/129080, or visit us at https://linchfinancial.com

With a heart full of gratitude, we honored the remarkable life of my dear friend and client today. Her century-long jour...
06/16/2024

With a heart full of gratitude, we honored the remarkable life of my dear friend and client today. Her century-long journey on this earth left an indelible mark on everyone she met, and we are all elevated by the experience of having known her.

Run for Elise last Saturday and Mavs game this Saturday were remarkable and reminds us to give and live.
05/19/2024

Run for Elise last Saturday and Mavs game this Saturday were remarkable and reminds us to give and live.

First ROKU open market insider buy since its IPO in 2017. Bought 8000 at $63.96. Largest streaming media subscriber in t...
03/15/2024

First ROKU open market insider buy since its IPO in 2017. Bought 8000 at $63.96. Largest streaming media subscriber in the USA.

Address

1017 Cool River Drive
Southlake, TX
76092

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

Telephone

+18174425835

Website

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